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Michael Girard Palatiello

Lincoln Financial Distributors, Inc.

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About Michael Girard Palatiello

Michael Girard Palatiello is a financial advisor with Lincoln Financial Distributors, Inc. Michael has over 38 years of experience in the financial services industry. Michael holds several licenses and registrations, including Series 6, 7, 22, 24, 26, 52, 53, and 63. Michael is registered with the state of Connecticut. Michael is dedicated to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Michael Palatiello is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Michael Palatiello’s Registration & Firm History

CT

05/06/2024 - Present

Lincoln Financial Distributors, Inc. (HARTFORD CT)

IN

07/18/2007 - 05/09/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

CT

06/06/1985 - 04/24/2007

AXA ADVISORS, LLC (MILFORD CT)

NY

06/06/1985 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/14/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 05/31/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/06/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/04/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Girard Palatiello. Review regulatory record here.
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